Income Planning & Withdrawal Rate

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There is a lot of talk in my industry about what percentage of a portfolio someone can safely withdraw each year without running out of money during someones lifetime. There are many factors to consider when determining what the appropriate number is and this number can change when life happens. We can help you identify what percentage you feel comfortable with and show you how to monitor this number each year.

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Disclaimer

Fee based financial planning and investment advisory services are offered by Clarity Retirement Advisers, LLC, a Registered Investment Advisor with the State of Kansas Division of Securities. Insurance products and services are offered through Clarity Financial Group, LLC .

Clarity Retirement Advisers, LLC does not provide legal or tax advice. Not affiliated with or endorsed by any government agency. This content is for informational purposes only and should not be used to make any financial decisions.